Mesirow Financial

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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(305) 416-3333Call Visit WebsiteVisit Website Map & DirectionsDirections2 S Biscayne BlvdMiami, FL 33131 Write a ReviewWrite Review

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Extra Phones

Phone: (305) 789-5941

Phone: (305) 349-2025

Phone: (305) 416-5500

Phone: (305) 577-3434

TollFree: (800) 453-0600

Location

Brickell World Plz

Neighborhoods

Downtown Miami, Miami Central Business District

AKA

Wescott Financial

Other Links

https://www.mesirow.com

http://www.mesirowfinancial.com

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (305) 416-3333

Address: 2 S Biscayne Blvd, Miami, FL 33131

Website: https://www.mesirow.com

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Mesirow Financial

Tax Planning
With this year’s tax deadline behind us, you might feel ready to take a break from thinking about your taxes. But it is never too soon to start reviewing your tax strategies for next year, especially as tax law continues to evolve with the economic climate. We sat down with our very own Robert Waskiewicz, Principal, Senior Financial Advisor, to discuss the tax planning strategies investors can employ year-round to prepare for the next tax season and beyond.
Charitable Giving
Certification received May 2020. B Corp Certification is a designation that a business is meeting high standards of verified performance, accountability, and transparency on factors from employee benefits and charitable giving to supply chain practices and input materials. Wescott pays a fee and submits an Impact Assessment to qualify for and maintain this certification
Tax Deductions
Charitable giving offers another path to lessen your tax burden while making an impact on those in need. Specifically, leveraging a tool like a donor-advised fund (DAF) allows investors to give strategically by investing and growing assets that can be donated to any 501(c)(3) in good standing with the IRS at any time. You are then able to take a tax deduction at the time of contribution of cash, securities, or other complex assets.
Income Tax
A: Inflation impacts tax planning in both direct and indirect ways. The IRS changed the federal income tax brackets for 2023 to adjust for inflation. If your income has remained relatively the same as in prior years, you are likely going to pay less in taxes. The IRS also increased the standard deduction, making tax breaks more likely for people who take it and have similar incomes as in previous years. These adjustments are built into the tax code and are standard.

Investment Management
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results of those indices. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Wescott), will be profitable or equal any historical performance level(s).
Mutual Funds
As the name implies, tax-efficient funds – such as mutual funds or exchange-traded funds (ETFs) – are designed to reduce tax liability. There are ways to structure these funds that will limit the impact of year-end capital gains distributions, helping to reduce taxable income.
Bonds
Wealth Management
Wescott’s ability to provide clients with financial guidance and peace of mind helps to set us apart from other wealth management firms. At the center of our achievements is a team with a unique blend of financial expertise and life expertise.

Financial Planning
At Wescott, our mission is and always will be to provide the best financial planning services for all of our clients to achieve their goals. With that as our driving force, we have always been purposeful in the fabric of our culture and ensuring our team is reflective of those we serve. As the industry, our clients, and their needs evolve, we are focused on continuing to elevate diverse voices within our team, as we believe unique perspectives are what lead to better outcomes for everyone.
Retirement Planning
Holistic Planning Expertise for Ultra-High-Net-Worth and High-Net-Worth Individuals and Families, Charitable Institutions, Pension Plans and Retirement Funds
Long Term Care
Asset Management
In this episode, Wescott's Director of Financial Planning, Susan Green, is joined by Chief Investment Officer, Mark McCarron, to discuss the concepts of risk capacity and risk tolerance, determining your proper asset allocation, and finally, creating your investment portfolio.
College Funding

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